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Fundraising 
Exiting 
Strategy 



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Ideas for Today and Tomorrow 



Copyright & Liability Disclaimer 



© 2012 by Gordon Owen 

All Rights Reserved. These materials are the copyright of 
Gordon Owen and any dissemination, distribution, or un- 
authorized use is strictly prohibited. 

No part of this publication may be reproduced in any 
form or by any means, including scanning, photocopy- 
ing, or otherwise without prior written permission of the 
copyright holder. 

Liability Disclaimer 

By reading this document, you assume all risks associ- 
ated with using the advice given below, with a full under- 
standing that you, solely, are responsible for anything 
that may occur as a result of putting this information 
into action in any way, and regardless of your interpreta- 
tion of the advice. 

You further agree that the Author cannot be held respon- 
sible in any way for the success or failure of your busi- 
ness as a result of the information presented below It is 
your responsibility to conduct your own due diligence re- 
garding the safe and successful operation of your busi- 
ness if you intend to apply any of the presentation and in- 
formation in any way to your business operations. 



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iii 




TRAINER: 



GORDON OWEN 



WELCOME to 

Gordon Owen's 
Fundraising 1 
Exiting Strategy 



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VOLUNTARY SECTOR & 



FUNDRAISING CONSULTANT 





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Preparation 
Linking • i 





6 




Gathering evidence 
of need & 
the benefits to 
those served 




Preparing 

Grant-application 

Proposal 

Budget 

Projections 



Preparation 
Linking • 2 






Guidelines 
for Initial 
Monitoring 
i 



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The Purpose of the Final Report : As a supportive document for alter- 
native funding. 

As a tool to assist with determining funding beyond 31 March, if further 
application is made to the {Insert Name of Project}. The Processr 

1. You make comments against the given headings 

2. Return the form (with your comments) to the {Insert Name of Pro- 
ject] 

3. We make our comments, based on what you have written and on 
our experience of working with you 

4. We return our comments to you 

5. You comment on what we have said 
6a If you agree, we both sign it off 

6b If we do not agree, then a meeting will be arranged between us 



Guidelines 
for Final 
Report • 1 



7. We both sign it off 

8. This form should be completed before application for funding takes 
place. Each category listed is made up of several questions and will 
be graded as f target met 1 , f partially met 1 or f not met 1 . The grading will 
take into consideration that the first Quarter will be more of a learning 
time, however it would be expected that the following Quarters should 
be producing the expected outcomes. Where this is not the case, there 
may be good reason for any variation and this will be noted in the com- 
ments and reflected in the grading. 

If you have any concerns with the grading, you can book a meeting to 
discuss the paper and any necessary changes will be made accordingly. 
This sheet should however, accurately reflect the overall comments and 
discussions from your past Monitoring Reports. The {Insert Name of 
Project] will clearly indicate the basis for any grading of f partially met 1 
or f not met 1 . 





Getting 
Beyond the 
Wastepaper 
Bin - Plan 
Ahead 





PLAN AHEAD 



Think in terms of 
months not weeks - 

Trusts may meet only 
twice a year. 

Funding may be 
committed 18 months 
ahead. 




11 



I 




Getting 

Beyond the 

Wastepaper 

Bin- 

Research 

Donor 



RESEARCH THE DONOR 

Read up on their policy and priorities. 
How much do they normally give? 
Find out the right contact name 
When is the best time to apply? 
Do they issue guidelines 
How do they like to be approached? 



13 




Getting 

Beyond the 
Wastepaper 
Bin - Package 
your Project 



l 



PACKAGE YOUR PROJECT 



♦ 
♦ 
♦ 



Identify unique selling points 
Package specific needs 
Prepare a proper budget 



Consider unit costs or a choice of 



costs 



15 




Fundraising Exiting Strategy 
Gordon Owen > 



Published: Mar 21 ,2013 
Print Length: 1 1 Pages 
No Ratings 



Details 1 Reviews Related 



Book Description 

This text only version originally formed part of 
fundraising training aimed at new, small, and 
emerging groups who. having achieved funding 
for a project moved straight to delivering it but 
towards the end of the funding life eye... More ▼ 

Information 

Language English 

Category Business & Personal Finance 

Publisher Lulu.com 

Published Mar 21 ,2013 

Size 0.5 MB 

Print Length 1 1 Pages 



Getting 

Beyond the 
Wastepaper 
Bin - Plan 
your proposal 



PLAN THE PROPOSAL 

^ Organise your information 
^ Gather supporting documents 
^ Decide on a format 



■ 



16 



Where to 
Get More 
Information 
Help 
Support 





HELP 

WANTED 



Need 

Fund 



_ ii£] 



!_!: 



Gordon Owen 




e-Mail: 



& % 



igoebooks@icloud.com 



vveb Site: www.gowenandco.co.uk 




[Striving to Create ^Provisions for 
Tomorrow's Organisations] 




ISBN 978-1-291-31298-0 





9'781291"312980 




© Gordon Owen Esq 





EBook 

Publishing 




XVII 



Tbuth-focused Grant Bodies • i 




BBC Children In need Appeal: Deadlines for applying for funds from BBC Chil- 
dren in Need are provide on their website below. 

If you would like to receive a copy in the post please call us on 020 8576 7788 so they 
can add you to their mailing list. 

http://www.bbc. co.uk/blogs/childreninneed/postsA^elcome-to-our-new-look-website 

Esmee Fairbairn Foundation: You can apply if: 

• Ifou are a registered charity OR properly constituted organisation. The purpose for 
which you are applying must be legally charitable and your constitution must allow 
you to carry out the work you propose. We will need to see a copy of your constitu- 
tion or set of rules. {Read Information to help you apply for further guidance on their 
website]. 



• Ifour proposal falls within their funding priorities - see website. 

• The work for which you want funding will happen in the future, i.e. has not already 

taken place 

• The work will benefit a group of people, not an individual 

• The work will benefit people within the UK. 

In the first instance please telephone the enquiry number for whichever of our four 
Programmes you consider most relevant to your idea. 
http://esmeefairbairn.org.uk/apply-for-funding/guide-to-applying/ 



XVIII 



Youth-focused Grant Bodies • 2 






Youth Music: Youth Music is a charity which distributes its funds in a variety of 
ways - open programmes which are open for application - grants of up to £20,000 
available - and solicited programmes which are run in partnership with bigger or- 
ganisations. 

Youth Music's current funding lasts until 2005. Over that period they intend to bol- 
ster existing programmes and provide new music-making opportunities. Youth Mu- 
sic funds programmes which cover all kinds of music - classical, music technol- 
ogy, jazz, folk, Asian music and many others. 

On their website you can find out further details about each of their programmes, 
download application forms, find out what programmes are running in your area, 
and if you are already funded by them you can log your events and submit your 
monitoring form and final report. 
http://network.vouthmusic.orq.uk/fundinq 

British Council - Youth Connect: A significant number of progress. Interested 
readers needs to see their Web site for further details. 
http://www.britishcouncil.org/ 



XX 



Youth-focused Grant Bodies • 3 




Jack Petchey Foundation: The aim of the Foundation is to help develop the po- 
tential within young people aged 11-25, especially those struggling with 21st Cen- 
tury problems. The Foundation is eager to help young people take advantage of 
opportunities and play their part in society. 
http://www.iackpetchevfoundation.orq.uk/7lookinq-for-fundinq.html 

Shine: SHINE is a dynamic new charity set up to fund educational support pro- 
grammes for children and young people from the most disadvantaged parts of 
Greater London. They focus on value for money investment and proven educa- 
tional impact. We believe that we can support effective intervention in the lives of 
children and young people by: 

• Finding sound organisations to fund; 

• Developing solid proposals with them which have measurable educational out 
comes; 

• Rigorously monitoring and evaluating all funded projects, establishing the exact 
impact on raising educational achievement levels; and 

• Replicating successful projects elsewhere. 

In order to achieve this they will fund only organisations and projects that meet 
their essential criteria. They will also fund core costs. 
http://www.shinetrust.orq.Uk/site/paqes/3 fundinqquidelines.php 



XXI 



Youth-focused Grant Bodies • 4 




SureStart: Three programmes: SureStart; Child Care Link; Childcare Carers. 
See: https://www.qov.uk/find-sure-start-childrens-centre 

The Welcome Foundation - Pulse: Funding youth arts projects inspired by bio- 
medical science. This funding scheme supports performing arts projects that en- 
able young people to engage with biomedical science and encourage them to 
tackle complex, emotive issues. 

The key aim is innovation and performing arts companies should come up with 
new ways of exploring science and engaging young people. Projects can be de- 
veloped by, for, or with young people up to 20 years old. Funding: The scheme 
has three levels of funding: grants up to £3000, £10 000, or £40 000. 



XXII 



Tbuth-focused Grant Bodies • 5 




© Scope/subject boundaries: Any theme related to biomedical science and/or its wider 
social impact can be explored. The fundamental principles of Pulse are empowerment, edu- 
cation, active engagement of young audiences and artistic innovation, so the scheme is as 
non-prescriptive as possible. Proposals that break normal artistic boundaries are encour- 
aged. There will be no unreasonable restriction on what may be said about issues around 
biomedical science. New ideas are encouraged and a list of topic suggestions below may be 
helpful as a starting point. http://www.wellcome.ac.uk/Funding/index.htm 



Sport England: The National Lottery was set up by the Government in 1995 to raise extra 
money for good causes. Sport was named as one of the good causes to benefit from Lottery 
money and Sport England (then known as the English Sports Council) was named as a dis- 
tributor. Sport improves the quality of life for all and provides lasting benefits in areas such 
as education, health, the regeneration of communities and promoting social inclusion. Re- 
viewing situation at present, http://www.sportengland.org/funding.aspx 



XXIV 



Youth-focused Grant Bodies • 6 




The Sutton Trust: The Sutton Trust works primarily with organisations such as 
schools, universities, community groups, charities and research bodies. They are 
keen to ensure that the projects they support have the maximum impact, enabling as 
many people as possible to benefit. They are happy to discuss project proposals be- 
fore applications are sent in, and as there is no formal application form, they can be 
flexible in our approach to potential projects. Examples of the type of organisations 
with which we work can be found in the Projects Information section. If your organisa- 
tion is looking to apply for funding, see their Application Guidelines. You can also read 
some Frequently Asked Questions about organisation funding. 
http://www.suttontrust.com/fundinq/ 



The Wates Foundation: The Foundation aims to alleviate distress and improve 
the quality of life by promoting a broad range of social priorities with a core area 
of special focus. Some priorities reflect the interests of particular Trustees. There 
is emphasis on the physical, mental and spiritual welfare of the young and disad- 
vantaged aged 8-25. Racial equality is stressed throughout. Grants are concen- 
trated on projects on the Greater London area. 
http://www.watesfoundation.orq.uk/how to apply/ 



XXVI 



Tbuth-focused Grant Bodies • 7 




© Ragdol Foundation: Focuses on grants to promote projects, activities or event which 
promote the education and development of young children through the arts. 
Please see web site for 'how to apply\ http://wwwragdollfoundation.org.uk/ 



City Bridge Trust Fund: Their ongoing programme funding charitable activity in London. 
All work must fall into one of five priority areas (view their website for further details): 

* Access for disabled people 

* London's environment 

* Children and young people 

* Older people in the community 

* Strengthening the voluntary and community sectors http://www.citvbridgetrust.org.uk/cbt/ 



Lottery Fund: Please see their web site for both criteria (small & large grants) and application 
form at: http://www.biglotteryfund.org.uk/ 



XXVIII 



Youth-focused Grant Bodies • 8 




© Living Spaces: A government scheme open to local groups of- 
fering grants of £1,000-100,000 to fund projects that improve 
community open spaces. 



Projects that qualify and how to apply - Grants can be used to sup- 
port activities such as; Creating or improving local parks or parts of 
larger parks; Creating or improving play areas or seating areas; 
Cleaning up neglected land in residential areas; Carrying out small 
planting schemes on verges or on estates; Restoring ponds, path- 
ways gateways or boundaries. 



Ideas for this scheme must come from the community Groups do 
not have to be registered charities. You will need to submit an appli- 
cation form, which are available from the 

http://london.groundwork.org.uk/ website or by calling; 0845 600 
3190. It is a rolling programme so there is not a deadline. Ground- 
work West London. Tel: 020 8743 3040 



XXX 



Tbuth-focused Grant Bodies • 9 




© Community Engagement: The Forward work programme. Funding in the 
region of £20,000 is available to community/voluntary groups who are interested 
in taking part in a major new programme of community engagement activities 
around drug prevention, education and treatment issues. 



Projects that qualify and how to apply - In order to take part you must be; able to 
access people from your own community who are willing to undertake training 
and who you can manage with our support, whilst they work on a community en- 
gagement activity, e.g. a needs assessment activity Willing to work with your local 
Drugs Action Team. Able to demonstrate that your community will benefit from 
the capacity building opportunities that this project will bring. 



Priority areas are: BME communities; Crack cocaine; Reducing drug related 
death; Community led drug resource development; Drug use and alcohol/ sexual 
health HIV/AIDS/teenage pregnancy Application forms are now available. The 
closing date for receipt of completed application forms is Friday October 31st 
2003. Centre for Ethnicity and Health, University of Central Lancashire, Pre- 
x $jon, PRi 2HE. Tel: 01772 892 774 Fax: 01772 892 780 E-mail: info@uclan.ac.uk 



Youth-focused Grant Bodies • 10 




Make Space Development Fund: What's It For? 
Grants to promote after school clubs for 11-16 year olds. 
Who Can Apply? Clubs, schools and youth organisations. 
What Is Available? Grants of up to £15,000. Details - 
Clubs, schools and youth organisations can apply to the 
fund for grants to create or develop after school clubs and 
activities. The use of the grants will be determined by the 
Make Space guidelines which were created in consultation 
with young people themselves. The clubs should be for 11- 
16 year olds, open regularly after school and in holidays. 
They should provide a space for young people to spend 
time with friends and take part in a range of activities, in- 
cluding IT, sports, music and arts. 
ht tp : //www, make space . org.uk/home 



XXXIV 



Fundraising on the Internet • n 

{Potential Funders website url links} 



http://www.governmentfunding. org. uk/De fault, aspx 
http://www. bbc. co. uk/pudsey/aboutus/ \ 
http://www. barnardos. org, uk/ index.] sp 
http://www. childrenincrisis. org, uk/ 
http://www. britishcouncil. org 
http://www. esmeefairbairn. org, uk/ 
http://ec.europa.eu/contracts_grants/grants_en.htm 
http://www.hlf.org. uk/ 
http://www.john/yonscharity. org, uk/ 
http://www.jackpetchey foundation, org, uk/ 
http://www. makespace. org, uk/home. asp 
http://www.princes~trust. org, uk/ 
http://www. weUcome.ac. uk/Funding/ index. htm 
http://www. ragdollfoundation. org, uk/ 
http://www.shinetrust. org, uk/indexi .htm 
https://www.gov.uk/find-sure-start-childrens-centre 
http://www.sportengland. org/ 
http://www.suttontrust. com/funding/ 
http://www. watesfoundation. org, uk/ 
http://www.youthsporttrust. co. uk/ 
http://www.youthmusic. org, uk 




a. 




XXXV 



About the Author - Background Criteria 




Proven background and record of over achievement A A personality that is tena- 
cious, positive, determined and very professional r # Particularly successful in opening 
and developing new opportunities ft Actively involved in voluntary sector for over 
38 years ft Served on committee/executives as Chairperson or Secretary of overdo 
such groups over a decade A Successful re-developments of church premises, with in- 
troducing one of these as part of the official opening to HM The £>ueen A Studied/organised Interna- 
tional 1 Youth Exchange Visits A Personal sponsorship by The British Council A Organised/Co- 
ordinated successful public outdoor events designed to provide awareness + public display /exhibition of 
youth clubs/organisations embracing voluntary/ statutory bodies A Developer / Fundraiser, converting 
former part of school into youth exchange hostel A Inaugurated trust body as charity & limited com- 
pany ik Founded/ composed constitution for many groups. 



Senior Advice Services Manager- Crisis At Christmas 2000 Todate • Fundraising & Development Officer- London Borough of 
Newham Swimming Club 199 5-1999 • (Fete Chairperson/Co-Ordinator.1993-94), Friends f of Barking Church of England Schooh 
PTA fk Vice- Chairperson: Barking Abbey School, Barking Essex- 19 97-19 9 9 • (Vice-Chairman: 1978-79 and Chairman: 1979- 
85)/ 1985/87 Executive Officer Newham Touth Leader's Association tit (Chairman: 1983-96 & Founder Member/Director), Trustee 
& Company Secretary, Newham Touth Trust (Limited) fk (Chairman: 1976-79), Touth & Community Worker, St. Bartholomew's 
Social Club 1984 to 1985 • Co-opted Member, London Borough of Newham Education Committee, Touth Panel 1983-84 and 1985- 
1988 ft Member, Newham Voluntary Agencies Council- Children &Tbung People Steering 
Committee 1981/83 • Founder and Developer Newham Touth Lodge Hostel Project, 1979- 
83 fk Touth Worker & Hon. Treasurer, St. Barnabas Touth Club • Past Member, National 
Touth Bureau, London 1977-87 + 1999 todate Parish Warden & Acting Chairperson • 
Secretary/Member St Bartholomew's District Church Council, 1977-87 & 1998 todate & Act- 
ing Chairperson • Elected Member, Newham Deanery Synod, London 1980-81 + 1982-84 + 
2002 Todate • Senior Co~Ordinator • Parish of East Ham • Night Shelter [Turnaround] 

Newham Renewal Programme 1998-2004. 



Gordon P Ouen.ucp.u - 
Fundraising m i Ye ir* 




1999 



2000 



2001 



XXXVI 



Chronicle of fundraising activities: 

National Association of Youth Clubs, and London Union of Youth Clubs « Worker - St Mungo Commu- 
nity & Simon Community for the Homeless « (Chairman & Co-Ordinator, 1980-85) - NYLA • "All Our 
Own" 1978-1984 • Regional Health Authority Appointee, Newham Community Health Council 1982-85 
• Member, St. Bartholomew's Development Committee 1977-84 6 Member, Parochial Church Council 
- Parish of East Ham, Co-ordinating groups of people from several parts of the world, residing at a hos- 
tel for international youth exchange visits in Newham on behalf of 'International 1 Duke of Edinburgh's 
Award as part of VE/VJ day celebrations fk Composing/designing new brochure and other promotional 
material, (with use of DTP) • Very successfully securing the services and resources of one of the top 
major businesses who deal with marketing, corporate identify and logo designs leading to a much more 
impressive and proficient relaunch of an organisation in Newham « Duel Initiative-objective of attracting 
new sources of grant aid funding from outside and encourage other organisations in the Borough to af- 
filiate, (bring in new blood), and significantly help ensure the efficient service delivery to groups 6 Fund- 
raising - sources ranging from local/central Government, companies & Trusts 6 Negotiated rent/terms 
for charity shop « Fundraising work has included Newham Youth Trust/Newham Youth Lodge Hostel 
Project; NYT • Never-Land (Children's Adventure) £ NYT • Newham Volunteer Cadet Corps « Interna- 
tional Duke of Edinburgh's Award £ St. Margaret's Church of England School - [PTA funding for school 
resources + potential donors for building extension • London Borough of Newham Swimming Club « 
Inter-Action Trust « Base 51 [HINT] - Based in Nottingham. Face to face work with young people suffer- 
ing from homelessness; HIV+AIDS, Drugs, Alcohol Abuse, Pregnant single women. 



• Preparing grant-aid application for future funding; 

• Administration / Office Services / Facilities Management; 

• Knowledge and experience in Fundraising; 

• Information Technology - Macintosh / PC + Wordprocessing & DTP; 

• Implementing Board level programmes; 

• Research & developing of modern techniques / resources / equipment for administrative / office services management; 

• Correspondence + writing / submitting Reports to managers / committees; 

• Organised public exhibitions and displays; 

• Marketing, corporate identify and logo designs for organisations; 

• Working without direct supervision; 

• Fundraising - sources ranging from local/regional & central Government, companies & Trusts; 

• Negotiated rent/terms for charity shop; 

• Founded organisations, (including composing constitutions'/Memorandum & Arti- 
cles of Association; 

• Procurement of office stationery / furnishings / equipment; 

• Project management • Budgets; 

• Overseeing the delivery of projects to budget, schedule + quality standards; 

• Computer & manual record systems; 

• Ability to provide effective & efficient management support; 

• Interpersonal skills / team player; 

• Co-ordinating / liaison with community groups + businesses; 

• Production of promotional material, including brochures, 
newsletters and marketing material; 

• Promotion of international youth exchange visits; 

• First-Aid • Fire • Health & Safety • Emergency Establishment. 



XXXVIII 




Biography 



Biographical sketch work appears in various reference works to include: Who's 
Who in the World • Who's Who in Industry and Finance • Who's Who in Finance 
& Business • Who's Who • Men of Achievement • The Directory of International 
Biography • The International Book of Honour • IOF - Who's Who in Fundrais- 



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T)incxQr-QmtraL-€rne$z Kay .D.Uct.F . I .BA 

I have the honour w inform you. tnac yam wtrt this day 
tkcud<x fellow ofmt International Biographical 
^Association by unanimous decision of 4m Board 
Sitting at Gxmbridgt,€w)\and. fiurfiicr, iz wa$ decided 
butht Board w issue to you die official 1.B.A .passport 
and to accord co you aUpriviU^es of Fellowship. 

beaw nmain , 

Tour obedient servant. 

Director- General 




i). Owtn 




mmm 



This is to Certify that 
Gordon P Owen 



Has been accepted into 

Full Membership 



Signed by 



Chairman 



Director 



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INSTITUTE OF DIRECTORS 

I his is to certify that 

Hkven> 

elected a Fellow of the lasiitule of Directors on 



£>'/-' *T)-l^ jLl^r 




XXXIX 



ISBN 




291-40680-1 



9'781291" 406801 



"90000